How-to
How to build a dashboard in Hubviz Studio
Create a dashboard, add charts, cards, titles, text and AI analysis, organize it in tabs and adjust the layout by dragging the elements.
By the end of this guide you will have a dashboard with your charts organized on one screen, ready to publish to Hubviz Web. Before you start, create the charts that will go on it (see How to create and edit a chart).
Create the dashboard
- In the project side menu, go to Dashboards and click the + button (Add New Dashboard).
- Fill in View Name and click Create Dashboard. The dashboard opens in a tab.
- At the top of the dashboard, under Mode, choose Edit. In View nothing can be moved or added.
Add elements
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Hover over the round + button in the corner of the screen. It opens one button per element type; hover over each one to see its name.
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Choose Add Chart. In the Select Chart to Add window, search in Search charts..., open the group and click the item. It is added at the end of the dashboard.
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Drag each element to change its position. Drag the bottom-right corner to change its size.
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Save with Ctrl + S.
Element types
| Button | What gets added | See |
|---|---|---|
| Add Chart | A chart, card, table, pivot table, financial statement or filter already saved in the project. | Chart types |
| Add Title | A section title. Click the text to type. | Cards and text |
| Add Markdown | A text block with formatting, images and buttons. | Cards and text |
| Add Intelligent Analysis | A summary written by AI from a chart. | AI analysis |
| Move floating button | Moves the round button to another corner of the screen, if it is covering a chart. |
The same chart can go on several dashboards. Changing the chart in the editor changes it everywhere.
Edit or remove an element
In Edit mode, each chart shows its controls in the corner:
- Edit Chart (pencil): opens the chart in the editor, in a new tab.
- Period (calendar): picks a period for this chart only, different from the rest of the dashboard. The dates show in the chart header; Clear period selection goes back to the dashboard period.
- Options menu (three dots): Advanced Settings, for the element’s colors and style, and Remove element.
Removing an element only takes the chart off this dashboard. The chart stays saved in the project.
Organize in tabs
Large dashboards are easier to read when split by subject, such as Sales, Finance and Marketing.
- New Tab creates a tab at the top of the dashboard.
- Inside each tab, New View creates a second row of tabs, to split the subject into parts.
- To rename, use Edit Tab Name. To delete, Remove Tab. A dashboard needs at least one tab.
- Drag the tabs to change their order.
Each element belongs to the tab and view where it was added.
Example: Executive view
The Executive view dashboard of the sample project has one tab, Results, with the Summary view:
- At the top, two cards side by side: Revenue in the period and Gross profit in the period.
- In the middle, Revenue vs. target (columns and line) taking two thirds of the width, and Revenue by business unit (donut) in the remaining third.
- At the bottom, Gross profit trend (line) across the full width.
The rule that works: the numbers everyone looks for first at the top, comparisons in the middle, details at the bottom.
See it the way readers will
Switch to View to check the result without the editing controls. The Full screen button hides the rest of Hubviz Studio.
Watch out
- Save before closing. The asterisk (*) in the tab name means there are unsaved changes.
- Filters go at the top. To let readers pick a business unit or a salesperson, use Dashboard filters. See How to filter dashboards.
- New elements go at the end. On a long dashboard, scroll to the end to find the element you just added.
When it is ready, publish it: see How to publish to Hubviz Web.